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Experienced Member

Audit trail for changes made to an account

I know there is an audit log for changes made to transactions. However, is there an audit log for changes made to a customer account? For example, changes made to the credit card information or account name?

Solved
Best answer 07-19-2019

Accepted Solutions
Moderator

Re: Audit trail for changes made to an account

Hey there, JATWOOD.

I'm here to help share some information regarding the Audit Trail feature in QuickBooks Desktop.

 

Yes, you're right. The Audit Trail feature in QuickBooks Desktop lists each accounting transaction and any additions, deletions, or modifications that affect that transaction. Also, you can find the following information:

 

  • Who made the changes.
  • When the changes were made.
  • What the changes are.

Credit card and account name changes will not be reflected in the Audit Trail report. I appreciate the idea you shared for all the cool features QuickBooks could have. I've already taken note of your suggestion and will inform you whenever we have it available for our users.

 

Additionally, I'd encourage to visit the What's New section on your QuickBooks Desktop, to be updated with our latest news and updates including product improvements.

 

z.PNG

 

You may find the following articles helpful:

 

For additional help, you can also reach out to our QuickBooks Desktop Support.

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. To route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you.

Should you have other QuickBooks concerns, please let me know. I'll be around to help. Have a good one.

2 Comments
Moderator

Re: Audit trail for changes made to an account

Hey there, JATWOOD.

I'm here to help share some information regarding the Audit Trail feature in QuickBooks Desktop.

 

Yes, you're right. The Audit Trail feature in QuickBooks Desktop lists each accounting transaction and any additions, deletions, or modifications that affect that transaction. Also, you can find the following information:

 

  • Who made the changes.
  • When the changes were made.
  • What the changes are.

Credit card and account name changes will not be reflected in the Audit Trail report. I appreciate the idea you shared for all the cool features QuickBooks could have. I've already taken note of your suggestion and will inform you whenever we have it available for our users.

 

Additionally, I'd encourage to visit the What's New section on your QuickBooks Desktop, to be updated with our latest news and updates including product improvements.

 

z.PNG

 

You may find the following articles helpful:

 

For additional help, you can also reach out to our QuickBooks Desktop Support.

 

  1. Within your QuickBooks Desktop, click Help at the top menu bar.
  2. Click Contact us.
  3. To route you to the correct support expert, we need to know what type of question you have. Give a brief description of your issue and click Continue.
  4. We’ll provide you a few options. You choose which one is best for you.

Should you have other QuickBooks concerns, please let me know. I'll be around to help. Have a good one.

Experienced Member

Re: Audit trail for changes made to an account

Hi RoseMarjorie,

 

Thank you so much for your response. Yes, in the future I would love to see this feature in QuickBooks. Thank you for making note of my suggestion.

 

Have a wonderful day!

 

Jane